Description
Please note : This is a CONTRACT role until the end of 2024.
Current Work Authorization is required for ALL openings.
What We Do :
Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.
S.-based firms. For more information about Fidelity Clearing Canada, please visit
What You Will Do :
The Accounts Transfers Administrator will be a valuable addition to FCC's Operations department.
You will begin working in the Account Transfers team :
The is responsible for both the Transfer-ins of Assets into FCC but also for Transfer-outs of assets leaving our firm.
You would become familiar with our electronic deliveries (ATON) and also our manual way of exchanging documents (non-ATON).
As part of transfers, you will review forms, initiate transfers, follow-up with institutions on statuses while keeping our clients up to date
- Investigate the rejected transfers and communicate the issues to our clients for resolution
- Reconcile the Account Transfers control accounts daily.
What You Need :
- Post-secondary education or equivalent work experience
- You have between 1 - 2 years’ of experience in the financial services industry.
- You are familiar with different account types such as Non-Registered Accounts (Cash, Margin, Joint etc.) as well as Registered Accounts (RRSPs, TFSAs, RESPs etc).
- Excellent MS Excel skills
The following are assets :
- Knowledge of and / or experience in the brokerage industry
- Completion of, or enrolment in, a financial services industry program (e.g. CSC)
- Bilingual (verbal and written) in French and English
- Familiarity with ATON, Dataphile, Fundserv, CDS, Arrow and DTCC
Expertise You Will Bring :
- You are an effective team player and are also able to work independently.
- You have strong written and verbal communication.
- You have an eye for detail and strong time management skills.
- You are passionate about delivering quality customer service, striving to exceed customers' expectations.
- You work independently in a fast-paced environment.
Administrator, Account Transfers (hybrid)
The purpose of the Administrator, Account Transfers is to ensure the timely and accurate processing of all Broker to Broker account transfers, as requested by Questrade clients. Administrator, Account Transfers (hybrid). Administrator, Account Transfers. What’s it like working as the Administrator, ...
Account Transfers Administrator
Accounts Transfers Administrator. Reconcile the Account Transfers control accounts daily. You will begin working in the Account Transfers team:. As part of transfers, you will review forms, initiate transfers, follow-up with institutions on statuses while keeping our clients up to date. ...
office administrator
Delegate work to office support staff. Co-ordinate and plan for office services such as accommodation, relocation, equipment, supplies, forms, disposal of assets, parking, maintenance and security services. Oversee and co-ordinate office administrative procedures. ...
medical administrative assistant
Education: Secondary (high) school graduation certificate.Experience: 7 months to less than 1 year.Interview patients to obtain case histories.Schedule and confirm appointments.Complete insurance and other claim forms.Determine and establish office procedures and routines.Enter and format electronic...
Senior Commercial Lines, Account Manager Job 9539
Senior Commercial Lines, Account Manager . Training and ongoing support/mentoring of Junior and Account Managers. Acting within granted authority to approve Junior and Account Manager’s work when required. Assist in managing accounts receivables. ...
office administrator
Co-ordinate and plan for office services such as accommodation, relocation, equipment, supplies, forms, disposal of assets, parking, maintenance and security services. Oversee and co-ordinate office administrative procedures. ...
Administrative Assistant Entry Level
AST Logistics in Toronto is hiring anAdministrative Assistant (Entry Level). ...
Account Manager
Our Account Managers are essential to how we work at T&Pm. This position encompasses project management, leadership, and administration duties to support one of our key accounts. Taking the reins on key client projects, managing all aspects of development and production from start to finish, wit...
administrative assistant
Education: Secondary (high) school graduation certificate.Experience: 1 year to less than 2 years.Arrange and co-ordinate seminars, conferences, etc.Coordinate the activities of the HR department in order to ensure they meet the organization's goals .Coordinate the flow of information within the tea...
Account Manager I - ABF Freight Canada
Account Managers grow and maintain profitable ArcBest business by selling and marketing ArcBest solutions and services to current and prospective customers. Obtain and develop new accounts utilizing Company techniques and methods. Maintain accurate territory account information in ArcBest database. ...